See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,913 | $150,187+87.0% | $120,354+133.4% | $145,922+92.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.32% | 154.07%-141.7pp | 107.15%-94.8pp | 561.29%-549.0pp |
| Employer contribution / active EE | $4,793 | $4,348+10.2% | $3,463+38.4% | $4,660+2.9% |
| Participant deferral / active EE | $17,687 | $6,173+186.5% | $4,991+254.4% | $6,688+164.5% |
| Admin fee / account holder | $2,242 | $12,207-81.6% | $9,423-76.2% | $13,397-83.3% |